Tag: Retirement Planning
How to 10X: Transforming Advisors into CEOs (Ep. 77)

How to 10X: Transforming Advisors into CEOs (Ep. 77)

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How can advisors elevate their practice from transactional interactions to becoming true CEOs of their business? 

In this episode, Jeremy Houser shares strategies for financial advisors to transition from daily operations to strategic leadership. He highlights the importance of delegation, embracing a digital presence, and building high-performing teams to amplify business impact. 

From leveraging habits to refining processes, this episode provides actionable insights for sustainable growth.

Jeremy discusses: 

  • The shift in mindset required for advisors to think and act as CEOs, focusing on leadership and delegation
  • The integration of digital tools and branding to establish a stronger market presence and client engagement
  • The role of teams in handling client communication, administrative tasks, and follow-ups, allowing advisors to focus on high-value activities
  • Practical habits and routines for advisors to optimize productivity and maintain a growth mindset
  • The importance of tailored processes and systems to streamline business operations and drive client conversions
  • And more!

Connect with Jeremy Houser:

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Understanding the Past, Present, and Future of Annuities with Sheryl Moore (Ep. 67)

Understanding the Past, Present, and Future of Annuities with Sheryl Moore (Ep. 67)

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Many believe that annuities are just high-commission products that lock up your money. 

But is this really the case? Looking deeper into the positive aspects of annuities can help you understand how they could enhance your financial plans.

Join host Jeremy Houser as he welcomes Sheryl Moore, Founder and CEO of Moore Market Intelligence, to define and discuss the intricacies of annuities, as well as their vital role in securing clients’ financial futures. Learn from Sheryl’s personal experiences and industry insights as she shares her passion for educating both advisors and consumers about the true value of annuities and life insurance.

Jeremy and Sheryl discuss: 

  • Sheryl’s journey from industry entry to becoming a top expert in annuities and life insurance
  • The misconceptions and blind spots about annuities, and how to effectively communicate their benefits
  • The future of indexed annuities and life insurance, and what advisors should be aware of going forward
  • Sheryl’s book, “Why I Bought Indexed Annuities” and the personal experiences and policyholder statements it talks about
  • And more

 

Resources: 

Connect With Sheryl Moore:

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About Our Guest:

Sheryl J. Moore is the President & CEO of Moore Market Intelligence as well as the chairwoman and CEO of Wink, Inc. She is the founder and creator of many competitive intelligence tools, such as Wink’s AnnuitySpecs and LifeSpecs tools, and Wink’s Sales & Market Report. Her competitive intelligence firm specializes in providing tools to the insurance industry, particularly the life and annuity markets. Sheryl strives to provide competitive intelligence, market research, product development, consulting services and insight to financial services companies looking to broaden or strengthen their services. 

3729899 – 0724B

FOR FINANCIAL PROFESSIONAL USE ONLY.

NOT FOR PUBLIC DISTRIBUTION.

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Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)

Why Entrepreneurs Want Simplicity with Bruce Donaldson (Ep. 47)

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Do you ever think about the power of Simplicity in business?

In this episode, Jeremy Houser is joined by Bruce Donaldson, CEO and President of Simplicity Group. They discuss the importance of advisors, creating a positive work culture, differentiating themselves, and achieving work-life balance. Donaldson shares his personal experience with retirement planning and how it inspired him to create a company that better serves its clients. 

Bruce discusses:

  • Simplicity Group’s philosophy when it comes to wholesale initiatives and supporting independent agents and advisors 
  • The importance of simplicity in business practices and the benefits that come with it, such as efficiency and added time for client relationship building 
  • Why businesses who embrace Simplicity and their resources are thriving
  • Simplicity’s competitive advantage in consulting services and institutional support for agents and advisors
  • And more

Connect With Bruce:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

 

About Our Guest:

Mr. Donaldson serves as Simplicity’s President and Chief Executive Officer. Mr. Donaldson is responsible for defining the Group’s strategic direction and managing its various operating businesses. Prior to Simplicity, Mr. Donaldson was a managing director at an international investment bank, for which he was responsible for making and managing private company investments. Mr. Donaldson has also led the successful start-up of a national financial guaranty insurance company and a multi-billion-dollar asset management business. Prior to starting the entrepreneurial phase of his career, Mr. Donaldson held various financial, business, and legal positions in the United States and the United Kingdom. Mr. Donaldson earned a M.B.A. from London Business School, a J.D. from the John Marshall Law School and a B.A. from Hobart College. Mr. Donaldson serves as a Director for Simplicity Group Holdings.

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Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39)

Solidifying Your Golden Years: Navigating Long-Term Care with Jeff Sather (Ep. 39)

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Over the past 40 years, the team at InsurMark has been helping advisors incorporate annuities and life insurance in their clients’ retirement plans.

But that’s not everything. Did you know we also help with asset-based long-term care?

In this episode, Jeremy Houser is joined by InsurMark’s asset-based long-term care advisor development consultant, Jeff Sather, to unveil all things long-term care. 

Advisors — listen in and explore the available holistic options to support your clients during this new phase of life.

Jeff discusses: 

  • His own experience with long-term care planning
  • The benefits of helping your clients with a long-term care option 
  • InsurMark’s approach to asset-based long-term care and ways the team can help you plan according to your client’s portfolio
  • What you should know about processing times
  • Tax-related regulations around asset-based long-term care
  • And more!

Connect with Jeff Sather:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Jeff Sather was nicknamed “The Most Successful Marketer of Hybrid LTCi.”

He is on a crusade to get people this crucial retirement coverage:

  • He served two years on the External Advisory Board for One America
  • Jeff was a key catalyst for Nationwide designing a qualified funding approach for their CareMatters II product
  • Jeff has guided hundreds of Advisors & Agents across the country to write over $100,000,000 in Asset-Based LTCi in 5 years
  • He has a proven track record for closing cases at a very high level
  • He sold over $800,000 in 4 hours over ZOOM to help multiple clients beat the Washington State LTC tax deadline
  • He has created a system for culling clients and prospects to ask about LTCi planning
  • Jeff is passionate about revealing all the secrets to his success, including the strategies, marketing tools, and sales presentations he employs to create this incredibly consistent production!

Overall, Jeff helps protect consumers against the risk of poverty and outliving their income.

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FEATURE
The Art of Efficiency with Chad Burns (Ep. 32)

The Art of Efficiency with Chad Burns (Ep. 32)

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2023 is the year of speed and efficiency. 

In this episode, Jeremy Houser is joined by Chad Burns, the chief distribution officer at Aspida. Chad unveils everything you need to know about him and Aspida.  He also sheds light on what Aspida does for advisors and their approach to helping you help your clients with all things annuities and retirement planning options from a technology-efficient standpoint.

Chad discusses: 

  • What makes Aspida different from other Insurance Carriers
  • Some company values that have allowed Aspida to succeed
  • How Aspida’s tech separates them from the competition
  • Some key business practices that he’s taking into the new year
  • The firm’s approach to defining the ideal advisors they want to work with 
  • And more!

Connect with Chad Burns:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Aspida’s annuity business is led by Chad Burns, the Chief Distribution Officer. Chad joined Aspida from Transamerica, where he served as Regional Vice President overseeing annuity sales and corporate retirement sales in NC. Chad has also held roles at Prudential Financial, Axa Distributors, and PLANCO (The Hartford). Chad holds a B.A. in Business Management from North Carolina State University.

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FEATURE
Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20)

Annexus: Your Innovative Annuities & Insurance Solutions Platform with Ron Shurts (Ep. 20)

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Advisors, it’s no secret that the annuity industry has substantially grown this year. 

So what better month to discuss annuities than June, which is Annuity Awareness Month? 

In this episode, Jeremy Houser is joined by Ron Shurts, entrepreneur and co-founder of Annexus. Ron talks about his path into the financial industry while detailing how Annexus has expanded within the annuities and insurance field. This expansion has allowed the firm to be named the “Annuity Innovator of the Year” for three years in a row.

Ron discusses: 

  • His beginnings in the financial services arena and the challenges he faced during the process
  • How Annexus provides annuities and insurance solutions to advisors and their clients
  • The secret sauce that makes the company set the standard for the industry
  • Changes and projections for the Fixed Index Annuity (FIA) space
  • And more!

Connect with Ron Shurts:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Ron Shurts is an entrepreneur and the co-Founder of Annexus, a Scottsdale, Arizona-based company dedicated to designing and marketing innovative products that help people grow and protect their retirement savings. With his partner Don Dady, they’ve built a reputation for developing new business strategies and forging partnerships with industry thought leaders, leading insurance carriers Nationwide, Athene, and Securian, as well as some of the world’s largest investment banks, including J.P. Morgan, UBS, Zebra Capital Management, Barclays, Merrill Lynch, etc.



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